Skip to main content

Using the Product Tree

How to use the Product Tree functionality in the D-Tools SI window within Visio

A
Written by Ashok P
Updated over 2 months ago

In the D-Tools SI window within Visio, there is a Products tab that displays the product tree. The product tree lists all of the products in your catalog.

View

You can change the view from the default "Manufacturer" to "Category" if you prefer. You can also choose whether or not to display subcategories.

Manage Products

The Manage Products button allows you to add a new product to your catalog, edit an existing product, or change the price type of the selected product.

Filters and Queries

You can use the Quick filter, Search box, or apply queries to find products quickly and easily.

Manage Shapes

The Manage Shapes button allows you to manage a variety of shape assignments and settings.

Check out the following articles for more details.

You can also assign shapes to categories, subcategories, or individual products by selecting any node in the product tree, right-clicking, and selecting Shape > Assign.

Check out this article for more details.

Add Products to a Project

Any node from the product tree can be dragged to the Visio page. They can also be dragged to the Drop Zone or directly into the project grid within Project Editor.

Check out this article for more details.

For example, you could drag over the manufacturer name, the category, the subcategory, or you could drag the exact product you want.

  • If you drag over the manufacturer, category, or subcategory to the page, the Add Products form will open filtered to your selections.

  • If you drag over the exact product, it will be added to the project or the drawing page.

When you drag a product directly, you will not be prompted to choose a location or system, so it will go into the project as "Unassigned" unless you've selected location(s) and/or system in the Drop Zone.

Did this answer your question?